Our Services.

Our advisors offer individualized planning to help improve our clients' complex financial situations, and specialize in coordinating with your existing advisors to identify gaps and opportunities in those financial silos–so everything is in one place.

Ways We Can Help.

Our team is made up of experienced professionals in all aspects of financial, tax, investment and insurance needs. We offer our clients objective recommendations and strategies to help you plan for your short and long term financial goals.

Investment Planning

Investment planning is a process that should be done with care and attention. A sound investment plan applied consistently over several years can help provide a sense of confidence knowing you've taken steps necessary to achieve your goals.

  • Investments
  • Stocks & Bonds
  • Fee Based Financial Planning
  • Mutual Funds & ETFs
  • Separately Managed Accounts
  • 401(k)/SEP/SIMPLE Retirement Plans
  • Pension & Profit Sharing Plans
  • Variable & Fixed Annuities
  • Brokerage Services
  • UITs & REITs

Family Wealth Planning

IPG works with you and your family to understand your values and what is important to you. We help build the financial strategies that will help ensure financial security for your family for generations to come.

  • Analysis of current estate plan
  • Recommendations regarding estate preservation and ultimate distribution
  • Risk Management (Protection)
  • Life insurance analysis
  • Trust and trust asset analysis

Income Planning

Generating a desirable and sufficient retirement income is the primary objective for clients engaged in planning for the financial future. IPG can help you develop a financial strategy to ensure that your retirement income will meet your needs.

  • Analysis of current and future income needs
  • Recommendations regarding financial instruments needed to fund income needs
  • Quarterly meetings to track income cash flow and financial performance

Insurance Services

Risk management is not fun to think about, but may be crucial to maintaining a sound financial plan. As independents, we can represent you to the marketplace, or we can help you with an evaluation of your existing coverages.

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Group Health Insurance
  • Group Life, Dental, and Disability Insurance

Let's Talk. Schedule A Meeting.

Click below to schedule a no obligation meeting with one of our financial planners in your area.


Convenience Of Multiple Locations.

Convenience of multiple locations with office locations in Hernando, Oxford, and Memphis.  Click below to learn more about financial planners in your area.